Integrate QuickBooks to Salesforce

QuickBooks is Intuit Inc's set of software solutions designed to manage payroll, inventory, sales and other needs of a small business. The software's features include marketing tools, merchant services, product and supplies, training solutions.

Popular Use Cases

Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:

Leads

Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.

Contacts

Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Accounts

Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Opportunities

Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Product

Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Campaigns

Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Events

Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Custom Objects

Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Fabio DeSousaProduct Development Associate, Pack Health

Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.

Why Our Customers Choose Xplenty

Ease of Use

You don’t need to a be a developer in order to use Xplenty - the only skill set you need is to understand your data. That said, if you want to, you can write custom code, functions or interact with our extensive API.

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you can have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when - no restrictions and no confusing schedules.

Reliability

With over 100 integrations, you can be sure that you will be able to connect every aspect of your business, every time.